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Description
This section describes the algorithm of creating and managing Webitel telephony users in the Creatio system.
Glossary
| Term | Description |
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| User СRM | A user of the Creatio system, such a user, does not have the ability to make or receive calls from the system. |
| User Webitel | Webitel telephony user. In addition to using CRM, he can already make and manage calls from the CTI panel (CTI panel is one of the telephony tools in Creatio CRM. A Webitel user can receive incoming and outgoing calls, both internal and external, directly in the system). |
1. Adding the "Webitel Users" section to the "Contact Center" workplace.
To create a Webitel user in Creatio, go to the main page of the system (Fig. 1). In the upper left corner, select Menu (1), click on the "Contact Center" section (2).
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| Warning | ||
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To register a user in the Webitel system, he must be a registered user of Creatio! |
2. Creatio user creation process.
Open "System Designer". In the "Users and administration" section, open the "System users" subsection (1) (Fig. 7).
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Fig. 9. Filling out the profile.
3. The process of creating a Webitel user in the Creatio system.
To create a Webitel user in the Creatio system (Fig. 10), select the "Contact Center" workplace (1), open the "Webitel Users" section (2), and click the "Add" button (3).
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Fig. 11. Creating a new user.
4. The process of deleting a Webitel user in the Creatio system.
To delete a Webitel user in the Creatio system (Fig. 12), you need to select the entry of the required user in the "Webitel Users" section. Press the "Delete" button (1), then confirm "Yes". The user has been deleted.
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Fig. 12. The process of deleting the Webitel user.
5. Adding a Webitel license.
To add a license to a user, you must click on the "+" button next to the "User Licenses" detail on the Webitel User card (1) (Fig. 13).
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Fig. 15. User profile with connected license.
6. Removing a Webitel license.
To remove a license, you need to go to the Webitel User page, open the "Webitel User Licenses" detail menu (1), select "Delete (2)" (Fig. 16).
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Fig. 16. Removing the license.
7. User roles.
User roles are created and configured on Webitel. On the "Webitel Users" page, you can only add the required role. To add a role to a user, click on the "+" button on the "User roles" detail (1) (Fig. 17). Depending on the role setup, access to different actions can be granted.
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Fig. 19. User profile with an assigned role.
8. Enable STUN.
Enable STUN — make active support for external STUN/TURN servers to solve the problems of passing voice behind NAT (Fig. 20).
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Fig. 20. Enabling the STUN function
9. Business process "GetWebitelUsers"
If users have already been created in the Webitel telephony system, they can be imported into Creatio. To do this, there is a business process "GetWebitelUsers".
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